don luskin, let's talk about pumping cash into the economy. janet yellen, my favorite new central bank governor. i've promoted her from the queen of the doves to the empress of the doves. i don't see any tightening any time in the foreseeable or nonforeseeable future. what's your take on her? >> look, she is not ben bernanke. she's not an academic, a skeptic, an eclectic. she is a big-government gal. she is from the government. she is here to help us. and unless she sees visible, horrific signs of inflation, she is going to drop more money out of more helicopters because she doesn't want to think about the risks. she believes, like all big-government people do, that if your program didn't work the first time, just do it again bigger. she's going to be buying bonds and mortgage backs till we got a 4.5% unemployment rate. >> if don luskin is right, and i suspect he is, and if the inflation rate goes to 3% or 4% deliberately, if the fed can do that, i don't know that they can, but if they do, is that bullish or bearish for stocks? >> well, i thin